PWP
ESGV icon

Principle Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Principle Wealth Partners’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$417K Hold
3,154
– – 0.02% 283
2026
Q1 		$354K Hold
3,154
– – 0.02% 290
2025
Q4 		$382K Sell
3,154
-195
-6% -$23.4K 0.02% 281
2025
Q3 		$397K Hold
3,349
– – 0.02% 264
2025
Q2 		$367K Hold
3,349
– – 0.02% 273
2025
Q1 		$328K Hold
3,349
– – 0.02% 276
2024
Q4 		$351K Hold
3,349
– – 0.02% 268
2024
Q3 		$340K Hold
3,349
– – 0.02% 268
2024
Q2 		$324K Hold
3,349
– – 0.02% 270
2024
Q1 		$312K Buy
3,349
+95
+3% +$8.45K 0.02% 272
2023
Q4 		$277K Hold
3,254
– – 0.02% 279
2023
Q3 		$245K Sell
3,254
-261
-7% -$20.5K 0.02% 285
2023
Q2 		$275K Hold
3,515
– – 0.03% 275
2023
Q1 		$252K Buy
3,515
+100
+3% +$6.97K 0.03% 283
2022
Q4 		$225K Sell
3,415
-176
-5% -$11.7K 0.03% 288
2022
Q3 		$226 Sell
3,591
-549
-13% -$38.5K 0.02% 269
2022
Q2 		$275K Sell
4,140
-6,967
-63% -$503K 0.03% 256
2022
Q1 		$901K Buy
11,107
+1,336
+14% +$107K 0.09% 149
2021
Q4 		$859K Buy
9,771
+703
+8% +$60.1K 0.09% 150
2021
Q3 		$726K Buy
9,068
+488
+6% +$40.2K 0.08% 157
2021
Q2 		$686K Buy
8,580
+1,527
+22% +$118K 0.08% 169
2021
Q1 		$520K Buy
+7,053
New +$511K 0.06% 189
2020
Q3 		– Sell
-2,290
Closed -$129K – 245
2020
Q2 		$129K Buy
+2,290
New +$120K 0.04% 186

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Principle Wealth Partners's ESGV Position: Q2 2026 in Review

Principle Wealth Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,154 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #283.

Principle Wealth Partners first reported a position in ESGV in Q2 2020 and has held it in 23 quarters since. The position peaked at $901K in Q1 2022. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Principle Wealth Partners held 3,154 shares of Vanguard ESG US Stock ETF worth $417K as of Q2 2026.
  • Principle Wealth Partners left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #283 holding.
  • Principle Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Vanguard ESG US Stock ETF position peaked at $901K in Q1 2022.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.